See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,750 | $86,332-58.6% | $125,175-71.4% | $65,185-45.2% |
| Participation rate | 80.4% | 75.3%+5.1pp | 79.8%+0.7pp | 70.2%+10.2pp |
| Annual return | 23.06% | 27.43%-4.4pp | 43.79%-20.7pp | 29.38%-6.3pp |
| Employer contribution / active EE | $1,361 | $2,040-33.3% | $3,865-64.8% | $2,177-37.5% |
| Participant deferral / active EE | $4,331 | $3,537+22.4% | $4,937-12.3% | $3,514+23.3% |
| Admin fee / account holder | $59 | $609-90.4% | $9,702-99.4% | $847-93.1% |